WorkBook

Import System Variable and Company Variable Settings

Use Settings Export/Import in the Advanced Tools submodule in the Settings module to import the System Variable and Company Variable settings into another WorkBook system. The import process overwrites the settings of the receiving WorkBook system.

To use Settings Export/Import, you must have access to Settings as defined in Employee Cross-Company Access under Settings.

Note: You must have the export key for the file that you want to import that you copied to the clipboard. For instructions, see Copy an Export Key

To import System Variable and Company Variable settings:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings page, click Advanced Tools > Settings Export/Import.
  3. Click the Settings Import tab.
  4. On the grid toolbar, click Import Settings .
  5. In the Import Settings dialog box, paste the export key and click Begin Import Process .
    Alternatively, you can press Enter on your keyboard.
    WorkBook locates the file that is referenced by the export key and displays a summary of the information for you to validate. For a list of validation messages, see Validation Messages.
  6. Click Preview.
    WorkBook displays the Import Settings page, which contains a list of the settings to be imported. It also includes the current value of each setting, and the new value to which it will be changed. For a list of columns and descriptions, see Import Settings Screen Columns.
  7. In the Include column, you can deselect the check box of any setting that you do not want to import.
    Note: By default, the check box that corresponds to the setting to be imported is selected. For a list of available actions, see Import Settings Screen Toolbar.
  8. After you have verified that the information is correct, click Confirm.
    WorkBook displays the import settings summary and an indicator that the settings are ready for import.
  9. Click Import.
    WorkBook displays an import progress bar. After the process is finished, WorkBook displays a summary of the items that were imported.
  10. Click Close.